iShares Energy Storage & Materials ETF
IBAT
5 hedge funds and large institutions have $5.59M invested in iShares Energy Storage & Materials ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 0 closing their positions.
150% more funds holding
Funds holding: 2 → 5 (+3)
0.06% more ownership
Funds ownership: 90.63% → 90.7% (+0.06%)
15% less capital invested
Capital invested by funds: $6.57M → $5.59M (-$975K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Sunbelt Securities
Houston,
Texas
|
+$193K |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$24 |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$24 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$119K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$70K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $5.17M | -$119K | -5,000 | -2% |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $238K | -$70K | -2,947 | -21% |
|
|
SS
3
Sunbelt Securities
Houston,
Texas
| $180K | +$193K | +8,125 | New |
|
|
4
Fidelity Investments
Boston,
Massachusetts
| $22 | +$24 | +1 | New |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $22 | +$24 | +1 | New |
|
IBAT Hedge Fund Activity: Q4 2024 in Review
5 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in iShares Energy Storage & Materials ETF (IBAT) for Q4 2024, worth a combined $5.59M — down 15% from $6.57M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IBAT positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Sunbelt Securities, opening a new position worth an estimated $193K. The largest seller was BlackRock, cutting an estimated $119K.
- 5 institutional investors held iShares Energy Storage & Materials ETF (IBAT) as of Q4 2024, up from 2 in Q3 2024.
- Funds reported $5.59M of iShares Energy Storage & Materials ETF stock for Q4 2024, down 15% quarter-over-quarter.
- 3 funds opened new iShares Energy Storage & Materials ETF positions in Q4 2024 and 0 closed out, a net change of +3 holders.
- The largest iShares Energy Storage & Materials ETF buyer in Q4 2024 was Sunbelt Securities, an estimated $193K added.
- The largest iShares Energy Storage & Materials ETF seller in Q4 2024 was BlackRock, an estimated $119K sold.
Based on aggregated 13F filings for Q4 2024.